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Documentation Index

Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt

Use this file to discover all available pages before exploring further.

After reviewing a lead in the Readiness Inbox, the next step is outreach and conversion. This page covers how to move a qualified lead from a survey submission to an active audit engagement.

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Deciding which leads to pursue

Not every submission is a good fit. Before reaching out, review the Lead Detail Modal and consider:
  • AI Readiness Score, Scores in the 50–84 range often indicate firms that have started their AI journey but need structured guidance. Very low scores may require significant education before a client is ready to invest in an audit.
  • Company size and industry, Check whether the respondent’s company fits your firm’s target profile.
  • Survey answers, Look for signals in their dimension-level responses: uneven scores across dimensions (for example, high strategy, low data readiness) highlight specific pain points you can address in your pitch.
When you identify a strong-fit lead, update their status to Reviewing to signal to your team that you are actively evaluating them.

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1. Personalize your outreach

Use the respondent’s AI Readiness Score and survey answers to write a tailored first message. Reference their specific readiness tier and one or two dimension gaps you noticed. Generic outreach performs significantly worse than score-specific messages. Example opening:
“Hi [Name], I saw you completed the AI Readiness Survey and scored 62, solidly in the AI-Exploring tier. I noticed your data readiness and governance dimensions had the most room to grow. We help firms in exactly this position build a structured path forward…“

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2. Mark the lead as Contacted

After sending your first message, update the lead status to Contacted in the Readiness Inbox. This keeps your inbox organized and signals to your team that outreach is underway.

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3. Schedule a discovery call

The goal of the first outreach is to book a 30-minute discovery call, not to sell the full audit. Use the call to:
  • Validate the pain points surfaced in the survey
  • Understand their timeline and budget
  • Explain what an AI readiness audit covers and what deliverables they receive

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4. Propose an audit

After the discovery call, send a scoped proposal. Reference the AI Readiness Score in the proposal to show you understand their current state. Audity’s audit framework maps directly to the survey dimensions, so the transition from survey to audit scope is natural.

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5. Create an audit project in Audity

Once the client agrees to proceed:
  1. Open the Audity dashboard and go to Audits → New Audit.
  2. Enter the client’s company name and configure the audit scope.
  3. Invite the client as a stakeholder if your plan supports it.
  4. Link back to the original lead record for reference.
Audit project creation and management are covered in the Guides tab. See the running an audit guide for full instructions.

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Tips for higher conversion rates

  • Respond within 24 hours, Leads contacted within a day of submission convert at a significantly higher rate.
  • Use the score as social proof, Sharing the score back in your outreach (“your score was 62/100”) demonstrates that you have specific insight into their situation.
  • Follow up twice, If you do not hear back after the first message, send one follow-up referencing a different dimension gap from the survey. Do not contact a lead more than twice without a response.
  • Archive low-fit leads, Move leads that are clearly out of scope to Closed so your inbox stays focused on active opportunities.

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Next steps